AI

Why buy a legacy database firm with a septuagenarian CTO prone to Oracular visions? To make money of course. This is the Larry Ellison show!

This week’s charts begin by examining the relationship between central banks’ balance sheets and stocks.

Unleashing AI's potential: a deep dive into the most strategic investments for the AI revolution.

The extreme AI-led rally in US Mega-caps has got many wondering if they've missed the boat. The reality is the boat hasn’t been built yet.

Citi is leaning into the mega-cap tech trade despite openly admitting they are "modestly bearish".

Block CEO Jack Dorsey backs open-source AI, emphasizes Block's data advantage, and advises against AI hype at JP Morgan Tech Conference.

Why bother investing in Australia at all?

We sit down with Mary Manning and Jessica Cairns to discuss AI and how it can be factored into the ESG integration process

Key Points: ‍• Productivity growth in advanced economies has been lacklustre since the Financial Crisis, which, alongside ageing populations has led to lower potential...

From pick-and-shovel plays to major beneficiaries, here the Loftus Peak team name the stocks leading the pack on Artificial Intelligence.